Method and system for automated document generation

• US 6,873,992 B1
• Filed: 12/13/1999
• Issued: 03/29/2005
• Est. Priority Date: 09/07/1999
• Status: Expired due to Term

• Current Assignee: Robolaw Corporation
• Original Assignee: Robolaw Corporation
• Inventors: Thomas, C. Douglass
• Primary Examiner(s): JUNG, DAVID YIUK
• Application Number:
  US09/458,834
• Time in Patent Office: 1,933 Days
• Field of Search: 707 1-206, 705/35
• US Class Current: 1/1
• CPC Class Codes: G06F 16/9566 URL specific, e.g. using aliases, detecting broken or misspelled links
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: H04L 67/10 in which an application is distributed across nodes in the network software deployment G06F8/60; multiprogramming arrangements G06F9/46
• CPC Class Codes: H04L 67/565 Conversion or adaptation of application format or content adding application control or application functional data H04L67/561
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface

Abstract

A method and system for creation of customized documents over a network as well as for negotiation of contents for documents over a network (e.g., Internet) is disclosed. In one aspect, professional documents can be created in an automated manner. In another aspect, negotiation of documents (or their contents) can be performed in an automated manner. In either case, the customization and/or negotiation is efficient, cost-effective and useful.

Claims

1. A method for creating legal documents over a network, said method comprising:

(a) selecting a legal document template to be customized to a particular situation, the selection being performed by a user at a remote network browser;

(b) retrieving an associated question set for the selected legal document template from a server machine;

(c) forwarding the associated question set to the remote network browser via the network;

(d) displaying questions in accordance with the associated question set on a display device associated with the remote network browser;

(e) transmitting responses to the displayed questions to the server machine;

(f) customizing the selected legal document template in accordance with the responses and expert legal logic to produce a customized legal document;

(g) producing a certification for the customized legal document, the certification pertaining to the nature of protection offered by the customized legal document; and

(h) forwarding the customized legal document and the certification to the remote network browser.

2. A method as recited in claim 1, wherein said forwarding (h) operates to forward the customized legal document to the remote network browser in a protected form so that its text cannot be edited.

3. A method as recited in claim 1, wherein the question set is a question and logic set that is forwarded to the remote network browser, the use thereof allows for the questions presented to the user to differ depending on answers to previous questions and the logic.

4. A method as recited in claim 1, wherein the question set is a question and logic set that is forwarded to the remote network browser, the use thereof allows for the questions to appear differently depending on answers to previous questions and the logic.

5. A method as recited in claim 1, wherein the expert legal logic provides expert guidance in determining how the selected legal document template is to be customized for the user.

6. A method as recited in claim 1, wherein at least one of the questions offers the user a predetermined list of representative or acceptable answers from which the user can choose.

7. A method as recited in claim 1, wherein the network is the Internet.

8. A method as recited in claim 1, wherein the expert legal logic is provided by computer program code that evaluates the responses and produces the customized legal document.

9. A method as recited in claim 1, wherein the question set also has expert logic built in to reduce erroneous inputs and to bypass questions for which responses are not needed.

10. A method as recited in claim 1, wherein user guidance is provided in answering the displayed questions.

11. A method as recited in claim 1, wherein the certification includes an indication of the balance of rights between proposed parties to the customized legal document.

12. A method as recited in claim 1, wherein the certification is provided as a mark on the customized legal document.

13. A method as recited in claim 12, wherein the certification includes an indication of the balance of rights between proposed parties to the customized legal document.

14. A method as recited in claim 13, wherein the indication is a power rating.

15. A method as recited in claim 13, wherein the indication is graphically provided.

16. A method as recited in claim 15, wherein each side of the scale graph represents a party to the customized legal document, and the relative heights of the side of the scale graph indicate the relative advantages the customized legal document offers to the party associated with the higher height of the side of the scale graph.

17. A method of doing business over a network, the business involving producing customized documents that are in a protected form so that they cannot be altered, said method comprising:

(a) providing an Internet site having available at least one customizable legal document;

(b) receiving a request from a remote user to customize the customizable legal document for the remote user'"'"'s particular circumstances, the remote user accesses the Internet site via the Internet;

(c) accepting electronic payment of a fee due the Internet site for customization of the customizable legal document;

(d) interviewing the remote user to obtain answers to a particular question set associated with the customizable legal document;

(e) processing the answers to the particular question set at the Internet site to produce a customized legal document;

(f) producing a certification for the customized legal document, the certification pertaining to the nature of protection offered by the customized legal document, and

(g) supplying the customized legal document and the certification to the remote user in a manner such that content of the customized legal document cannot be altered.

18. A method as recited in claim 17, wherein said method further comprises:

(h) enabling the remote user to print but not alter the customized legal document.

19. A method as recited in claim 17, wherein the certification is provided as a mark on the customized legal document.

20. A method as recited in claim 19, wherein the certification includes an indication of the balance of rights between proposed parties to the customized legal document.

21. A method as recited in claim 17, wherein said processing (e) uses computer implemented expert legal logic in producing the customized legal document.